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Your goals. Your life. Your plan.

Our approach is personal, practical and transparent. We don’t do off-the-shelf solutions. We listen. We explain. We build your plan together.

Book your free discovery call

Live the life you’ve imagined – with a Financial Plan that puts you first.

Whether you’re running a business, planning for retirement, or protecting family wealth, our Chartered Financial Planners give you trusted expertise and the clarity, confidence, and peace of mind to plan your future.

How we can help

What we offer

We combine technical expertise with thoughtful, human advice across:

Pensions & Retirement Planning

Understand when you can afford to retire, how much you’ll need, and what kind of lifestyle is realistic – with a plan designed to give you peace of mind for the years ahead.

Close-up of a person reviewing financial charts with a calculator and reports, representing clarity in financial planning.

Investment Planning

Create an investment strategy that works for you, balancing growth and security so your money supports the goals that matter most to you.

A couple smiling while reviewing financial papers together at home, representing values-based financial planning and life-first money decisions.

Business Owner Advice

From tax-efficient profit extraction to succession planning, we help business owners take value from their business and prepare for the future.

We look at the options available to individuals to reduce or eradicate an IHT bill.

Inheritance Tax Planning

Protect your legacy and give your family confidence for the future with a clear, tax-efficient plan for passing on your wealth. Take the Inheritance Tax Assessment.

Trust Planning & Investment Management

We provide guidance and advice on the creation of new trusts and the investment management of existing ones, helping to ensure structures are appropriate, assets are managed responsibly, and trustees meet their legal obligations.

Summary of Key Point from UK Autumn Budget 2024

Tax Planning

Make the most of available allowances and strategies so you can plan ahead with confidence and keep more of what you’ve worked hard to earn.

Find out more

Steering you towards a more secure financial future.

Book a free consultation, tell us about your current situation.

We will ask the right questions to find out where you are financially now, where you want to be – and when you aim to arrive.

We assess your situation and then match you with the most appropriate financial advisor and best Personal Plan.

Finally we put together a financial map to chart your way forwards. Then we check in regularly to ensure that you stay on course.

      EXCELLENT  
   Based on 21 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Stuart Henderson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Efficient and expert service from Pentins.
  
 
      Posted on Google  
   
   Mark Sims 
 
 
 
 Trustindex verifies that the original source of the review is Google. I would thoroughly recommend Pentins financial planners. I have received financial advice from them for over a decade now. Always very helpful and always striving to do the best for their customers. Therefore don't hesitate to contact them for your own financial planning.
  
 
      Posted on Google  
   
   Frances Weller 
 
 
 
 Trustindex verifies that the original source of the review is Google. Pentins Financial Planners have been brilliant. They have helped sort out my private pensions and we have planned for my future pensionable years. I now feel secure. Dan, Mick, Gemma and the team are terrific and the best bit of all -  we can make changes at any time for those unexpected occasions.
  
 
      Posted on Google  
   
   Lisa Tourret 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have had over 14 years of advice from Mick and now Dan, so this is very much a long term review. The level of personal service and tailored advice has made all the difference to our finances both now and in the future. When personal circumstances change you need to have resilience and flexibility built into your plans and I can honestly say that I am so much better off now than if I hadn’t been introduced all those years ago.
  
 
      Posted on Google  
   
   Kim Thorley-Ransom 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been using Pentins Financial Planners for quite some years now, but never has there advice and guidance been more beneficial for me than since my father passed a few years ago. They have been great and their advice and help has been invaluable. I highly recommend this company, and Dan and Mick and Gemma particularly.
  
 
      Posted on Google  
   
   Kim Wetherell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Met with Dan recently for Annual Review and once again given outstanding service.  Both Dan and Mick are very knowledgeable and always give information which is easy to understand.  I would have no hesitation in recommending.
  
 
      Posted on Google  
   
   Michelle Fuller 
 
 
 
 Trustindex verifies that the original source of the review is Google. Me and my husband met with Daniel Parry.He is very knowledgeable and we felt very comfortable asking questions that we had.we have never invested before so are questions were very much probably what others may already have known. All stages were explained to us in simple terms and we really trust in Dan and know we can contact him with any questions in the future.
  
 
      Posted on Google  
   
   Jonathan Bull 
 
 
 
 Trustindex verifies that the original source of the review is Google. Had advice regarding police pension excellent service provided, will be returning for further financial advice!
  
 
      Posted on Google  
   
   Nicholas Swain 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have been with Pentins for ,45 years and have always found them very helpful
  
 
      Posted on Google  
   
   Debbie Cousins 
 
 
 
 Trustindex verifies that the original source of the review is Google. Met with Dan, he made me feel very comfortable and welcome. He is extremely knowledgeable, gave me lots of ideas to think about. Would definitely recommend.

What could your financial future look like?

Maximise the wealth you have today and secure a financial future you can enjoy

Book a free discovery call

Questions our clients frequently ask:

Definitely, 100% – yes

We start with an initial discussion where we discuss your objectives, and this is free of charge.

If you proceed, we charge a fixed fee of £2500 for a full financial plan. This includes all our bespoke recommendations for your situation.
Moving forwards with policy implementation is charged on a percentage basis, and is explained in our terms of business.

Initially you’re invited to come and join us at our offices or meet us online. It’s absolutely normal during our working relationship with clients for us to visit them at their offices as well.

Free parking is behind the building. On arrival, simply press the buzzer at the barrier and say you’re here to see Pentins.

Find us on Google.

This is a friendly and open discovery meeting where we learn as much as possible about your financial circumstances and your future hopes, dreams and objectives. It is not a ‘deep dive’ into every policy. However, you should supply or bring a basic summary of your high level assets, savings, pensions, assets, liabilities and debts.

Find out more about our process.

Yes. There is parking for people with a disability, and a lift inside the building.